PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
52 hedge funds and large institutions have $48.2M invested in PHX Minerals in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 10 closing their positions.
528% more call options, than puts
Call options by funds: $502K | Put options by funds: $80K
16% more capital invested
Capital invested by funds: $41.4M → $48.2M (+$6.8M)
1.77% more ownership
Funds ownership: 35.08% → 36.85% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 56 → 52 (-4)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.58M |
| 2 |
Bank of New York Mellon
New York
|
+$916K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$621K |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$563K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$549K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.96M |
| 2 |
Renaissance Technologies
New York
|
-$404K |
| 3 |
RR
Robotti Robert
|
-$300K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$296K |
| 5 |
Two Sigma Advisers
New York
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
National Bank of Canada
Montreal,
Quebec, Canada
| $3.3K | – | – | – |
|
52
Bank of America
Charlotte,
North Carolina
| $124 | +$116 | +31 | +3,100% |
|
|
CSS
53
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$79K | -24,529 | Closed |
|
|
SSA
54
Schonfeld Strategic Advisors
New York
| – | -$79K | -24,400 | Closed |
|
55
Charles Schwab
San Francisco,
California
| – | -$61K | -18,808 | Closed |
|
|
VF
56
Virtu Financial
New York
| – | -$50K | -15,347 | Closed |
|
|
CL
57
COWA LLC
Tulsa,
Oklahoma
| – | -$29K | -9,030 | Closed |
|
58
Lazard Asset Management
New York
| – | -$18K | -5,669 | Closed |
|
59
BNP Paribas Financial Markets
Paris,
France
| – | -$6.7K | -2,068 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$5K | -1,637 | Closed |
|
|
SWM
61
Spire Wealth Management
Mclean,
Virginia
| – | -$2K | -500 | Closed |
|
62
Barclays
London,
United Kingdom
| – | -$1K | -310 | Closed |
|
PHX Hedge Fund Activity: Q4 2022 in Review
52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2022, worth a combined $48.2M — up 16% from $41.4M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PHX and 6 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 17 added.
The largest buyer was Punch & Associates Investment Management, adding an estimated $1.58M. The largest seller was Morgan Stanley, cutting an estimated $1.96M.
- 52 institutional investors held PHX Minerals (PHX) as of Q4 2022, down from 56 in Q3 2022.
- Funds reported $48.2M of PHX Minerals stock for Q4 2022, up 16% quarter-over-quarter.
- 6 funds opened new PHX Minerals positions in Q4 2022 and 10 closed out, a net change of -4 holders.
- The largest PHX Minerals buyer in Q4 2022 was Punch & Associates Investment Management, an estimated $1.58M added.
- The largest PHX Minerals seller in Q4 2022 was Morgan Stanley, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2022.